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Finance | Project Operations, Human Resources, ...
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Sales Order - Cannot add a payment to a sales order

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I've created a sales order and confirmed it. When I try add a payment to the SO, the button is greyed out and I cannot click it.

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  • microsofthelp123 Profile Picture
    on at
    RE: Sales Order - Cannot add a payment to a sales order

    I'ts been resolved. Thank you!

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Sales Order - Cannot add a payment to a sales order

    Hello microsfothelp123,

    Have you been able to get this issue resolved in the meantime?

    Would be great if you could keep us updated.

    Many thanks,

    Ludwig

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Sales Order - Cannot add a payment to a sales order

    Hi,

    Do you operate AX2012 or D365FO?

    Do you refer to retail payment methods that become visible in the sales order tab of the SO once you make use of the retail functions?

    Assuming that you refer to them.

    To enable this payment button, please ensure that you have a completed retail setup including all retail payment methods, channels, etc.

    Once that setup is done, the button should become active.

    So, please check out the retail modules.

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    298,808 Super User 2025 Season 2 on at
    RE: Sales Order - Cannot add a payment to a sales order

    Hi,

    Can you share a screenshot showing the SO and the Payment option? I don't think it is a standard option, or you should mean to use the transaction settlement option.

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